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Goldstone Financial Group’s Vita Coco COCO Stock Holding History

Goldstone Financial Group’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,411
Closed -$429K – 219
2025
Q2 		$429K Buy
11,411
+3,862
+51% +$129K 0.06% 163
2025
Q1 		$231K Buy
+7,549
New +$269K 0.04% 186

Other funds holding COCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldstone Financial Group's COCO Position: Q3 2025 in Review

Goldstone Financial Group sold out of Vita Coco (COCO) in Q3 2025, closing a stake of 11,411 shares — an estimated $429K sold.

Goldstone Financial Group first reported a position in COCO in Q1 2025 and held it in 2 quarters. The position peaked at $429K in Q2 2025. 229 funds tracked by Wall St. Rank hold COCO as of Q3 2025.

  • Goldstone Financial Group reported no remaining Vita Coco position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 11,411 Vita Coco shares in Q3 2025, an estimated $429K.
  • Goldstone Financial Group first reported a position in Vita Coco in Q1 2025 and held it in 2 quarters.
  • Goldstone Financial Group's Vita Coco position peaked at $429K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vita Coco as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.